15. Denise-R.-Rothermel

PRINCIPAL

BUSINESS VALUATION

Denise R. Rothermel

1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
denise.rothermel@southernwealth.com
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T: 210.402.7200
F: 210.490.4669

  • Leads the Business Valuation practice at Southern Wealth Management
  • Over 27 years providing business valuation services nationwide
  • Formerly with Ernst & Young in their Private Client Service division
  • Bachelor’s degree in Finance & Financial Planning from Baylor University
  • Master’s degree in Accounting from the University of San Antonio
  • Licensed Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Senior Appraiser (ASA) with the American Society of Appraisers®
  • PFS™ and ABV® credentials with the American Institute of Certified Public Accountants